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If the market overreacts to CDFG, liquor consumption will usher in allocation opportunities

In addition to the buzz of chips over the weekend, there was a black swan event in Haitian Flavor Industry and China CDFG today. Let’s sort out the risks and opportunities today. Before we start, let me explain that the content of recent articles seems to be quite messy, covering consumption, medical care, new energy,

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Looking at the profit-making logic of dividend stocks from the perspective of Yangtze Power

The above picture is the annual K line of Changjiang Electric Power since its listing (why the right is not restored here, everyone thinks for themselves). In the past 10 years, the stock price of Changjiang Electric Power has been rising like a rainbow. The stock price has risen from 6.36 yuan at the end

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Energy Revolution Cost Advantage

In the future, whether renewable energy can seize the opportunity to accelerate the replacement of coal power depends on whether the economic advantages of renewable energy can continue to be exerted. There is no doubt that the cost of generating electricity from renewable energy will continue to decline. According to the International Renewable Energy Agency,

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Interpretation of BYD’s July sales: This is really invincible, with a market share of nearly 40%, and it pointed to 200,000 in August

I’m really happy that I was slapped in the face. In July, BYD’s sales were higher than the upper limit I predicted. A total of 162,530 units were sold, a year-on-year increase of 183.1%. Before analyzing the sales, I want to share with you To share a passage, we have all experienced some things in

Interpretation of BYD’s July sales: This is really invincible, with a market share of nearly 40%, and it pointed to 200,000 in August Read More »

1. The wave-absorbing material I saw on Tuesday night, basically spread on the Planet of the Apes, 2 minutes, one is a grand narrative, and one is Xinjinggang (vision). It’s been a long time since I watched the Leek Club, and I found that the headlines on Tuesday night were absorbing materials. 2 terminal materials, one upstream. According to the current cost of 400w for one fan, and 400 million for a 10mw machine in the future, it can only be said that Haifeng is a bit ill-fated. The cost is so high, and the owner is under great pressure. If it is implemented or partially implemented, there will be a lot of space. However, this is a special requirement. Is it inappropriate for the owner to pay the bill? 2. Carbon ceramic brake discs, this one has been concerned about a long time ago, and now it is frying again. Previous Post Hanging was originally used for luxury cars of 700,000-800,000, but now the cost has dropped to 8,000, and a car of 300,000 can be used. Now some new forces are selected to add 20,000. The same is true for carbon ceramic brake discs, some people like bars. It is said that Tesla provides matching, but luxury cars are optional, adding 20,000 dollars, and domestic manufacturers can now offer a cost price of 10,000. The plan is for C-class cars. The domestic C-class car is about 2 million per year, and the penetration rate reaches 10%. There is already a market of 2 billion. It didn’t say that more than 20 million vehicles should be equipped. After all, there are only more than 700 traditional brake discs. There are some things under the post. Web link 3.PET copper foil There is a lot of information now, and basically all major mainstream sellers are covered, and the certainty is very strong. 4. Perovskite should be the third-generation battery technology first, after scale, and then the stack with perovskite. Really want to fry, equipment profits first. The trend of third-generation batteries and perovskite stacking is very certain. I think the interface technology is more critical, and the necessary time point for mass production has not yet reached. 5. Electroplating copper This will be farther away from industrialization. It will fry low-end lithography machines. Yesterday, the seller pushed pcb ink. It’s still very early, and the direction is very certain, but I think several routes will exist with each other, such as silk screen, laser transfer and electroplating. It is said that silver-coated copper is not difficult. 6. Integrated die-casting Tesla leads the way, there are many research reports, and the only way to achieve performance can be a die-casting manufacturer with an upstream model and a popular model (or you can make the mold yourself and make money). 7. Robot Tesla led the way. I saw a few and found that there are many called Chuan, Huichuan, Hechuan, and Tongchuan. Is the prototype display 9-30? It’s crazy. Now, 1.5% of the robots came out yesterday, and I plan to pick them up today. It’s a bit like watching a play. 8.m3p lithium iron manganese phosphate, manganese source. 9. Sodium battery The high price of lithium has played a role in promoting the industrialization of sodium battery. Two-wheeler, energy storage field. There are other energy storage things. . . Knowing so much, at first glance, it is a poor ghost, and I am worried about the old iron. There are 58 discussions on this topic in Snowball, click to view. Snowball is an investor’s social network, and smart investors are here. Click to download Snowball mobile client http://xueqiu.com/xz]]>

Gypsy 007 1. The wave-absorbing material I saw on Tuesday night was basically posted on the Planet of the Apes, with 2 minutes, one with a grand narrative, and one with Xinjinggang (vision). It’s been a long time since I watched Leek Club, and I found that the headlines on Tuesday night were absorbing materials.

1. The wave-absorbing material I saw on Tuesday night, basically spread on the Planet of the Apes, 2 minutes, one is a grand narrative, and one is Xinjinggang (vision). It’s been a long time since I watched the Leek Club, and I found that the headlines on Tuesday night were absorbing materials. 2 terminal materials, one upstream. According to the current cost of 400w for one fan, and 400 million for a 10mw machine in the future, it can only be said that Haifeng is a bit ill-fated. The cost is so high, and the owner is under great pressure. If it is implemented or partially implemented, there will be a lot of space. However, this is a special requirement. Is it inappropriate for the owner to pay the bill? 2. Carbon ceramic brake discs, this one has been concerned about a long time ago, and now it is frying again. Previous Post Hanging was originally used for luxury cars of 700,000-800,000, but now the cost has dropped to 8,000, and a car of 300,000 can be used. Now some new forces are selected to add 20,000. The same is true for carbon ceramic brake discs, some people like bars. It is said that Tesla provides matching, but luxury cars are optional, adding 20,000 dollars, and domestic manufacturers can now offer a cost price of 10,000. The plan is for C-class cars. The domestic C-class car is about 2 million per year, and the penetration rate reaches 10%. There is already a market of 2 billion. It didn’t say that more than 20 million vehicles should be equipped. After all, there are only more than 700 traditional brake discs. There are some things under the post. Web link 3.PET copper foil There is a lot of information now, and basically all major mainstream sellers are covered, and the certainty is very strong. 4. Perovskite should be the third-generation battery technology first, after scale, and then the stack with perovskite. Really want to fry, equipment profits first. The trend of third-generation batteries and perovskite stacking is very certain. I think the interface technology is more critical, and the necessary time point for mass production has not yet reached. 5. Electroplating copper This will be farther away from industrialization. It will fry low-end lithography machines. Yesterday, the seller pushed pcb ink. It’s still very early, and the direction is very certain, but I think several routes will exist with each other, such as silk screen, laser transfer and electroplating. It is said that silver-coated copper is not difficult. 6. Integrated die-casting Tesla leads the way, there are many research reports, and the only way to achieve performance can be a die-casting manufacturer with an upstream model and a popular model (or you can make the mold yourself and make money). 7. Robot Tesla led the way. I saw a few and found that there are many called Chuan, Huichuan, Hechuan, and Tongchuan. Is the prototype display 9-30? It’s crazy. Now, 1.5% of the robots came out yesterday, and I plan to pick them up today. It’s a bit like watching a play. 8.m3p lithium iron manganese phosphate, manganese source. 9. Sodium battery The high price of lithium has played a role in promoting the industrialization of sodium battery. Two-wheeler, energy storage field. There are other energy storage things. . . Knowing so much, at first glance, it is a poor ghost, and I am worried about the old iron. There are 58 discussions on this topic in Snowball, click to view. Snowball is an investor’s social network, and smart investors are here. Click to download Snowball mobile client http://xueqiu.com/xz]]> Read More »

In what form do bank provisions exist? Where is it? (2) In-depth exploration of bank financial reports

“In what form do bank provisions exist? Where is it? (1) Starting from the provision of Shuanghui Development” I. Introduction In the previous article, we analyzed the financial data of Shuanghui Development, and finally came to the conclusion that the provision of Shuanghui Development is the result of the accumulation of asset impairment losses (operating

In what form do bank provisions exist? Where is it? (2) In-depth exploration of bank financial reports Read More »